+54.8%
LUNR vs BTI
+123.8%
-69.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.5% | -3.2% | -4.9% |
| 7D | +0.5% | -2.4% | +3.0% | +0.3% |
| 30D | -5.3% | -4.8% | -0.6% | -5.8% |
| 3M | -45.6% | -8.1% | -37.5% | -46.0% |
| 6M | -17.4% | -4.2% | -13.2% | -17.6% |
| YTD | -7.9% | -1.3% | -6.7% | -7.9% |
| 1Y | +77.6% | +2.1% | +75.5% | +78.6% |
| 3Y | +247.4% | +108.9% | +138.5% | +256.7% |
| All | +54.8% | +123.8% | -69.0% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BTI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling